Unified Revenue View

From Disconnected to Smart

Step-by-step guide to building complete revenue visibility in HubSpot. Configure commercial objects, set up forecast intelligence, and create early warning workflows.

  • 4 parts
  • 16 sections
  • 8-10 hours
  • advanced
  • v0.2
Before you startWatch the concepts deck

What you will have built

  • Build complete revenue visibility in HubSpot
  • Configure Interest, Deal, Commerce Hub, Order, Invoice, Payment and Subscription objects
  • Set up forecast intelligence workflows driven by relationship data
  • Create early warning workflows for churn risk and deal stall
  • Build clean sales-to-delivery handoff workflows

Before you begin

  • Unified Customer View at Foundation milestone or beyond
  • Sales Hub Professional or Enterprise
  • Commerce Hub Professional or Enterprise (for CPQ quoting)

Part 1

Before You Build

Verify Customer View foundation and document current revenue reality before configuring anything.

1.1Prerequisites Checklist

10 min

Revenue View builds on Customer View — you cannot track commercial progression without relationship context. Before starting, verify that your foundation is solid.

Prerequisites

0 of 6 done

1.2Current State Audit

20 min

Discovery questions to document current revenue reality before configuring anything.

Walk through how you forecast quarterly revenue today: where the forecast comes from (rep gut feel, stage-based math, or relationship data), who builds it and how long it takes, and how accurate it has been historically.

When a customer is at risk of churning, when do you typically find out — at the renewal conversation, 30 days before, 60-90 days before, or through early warning patterns?

What happens between "deal closed" and "customer successful": is there a formal handoff from sales to delivery, who owns the customer during implementation, and when do you know if delivery matched what was sold?

How do you identify expansion opportunities?

1.3Scope Decision

15 min

Business model selection to determine which objects and workflows are your primary focus — core B2B models include SaaS/Subscription, Professional Services, Transactional B2B, and Enterprise Sales, each with different primary and secondary object emphasis.